What does it mean to be an independent advisor?

November 7, 2017

We are pleased to announce that our own Chris Wheaton is featured in a new national advertising campaign from Schwab Advisor Services. This advocacy campaign seeks to educate investors on the benefits of working with an independent advisory firm. These benefits include a focus on service not sales and providing high-caliber financial advice that is conflict-free and customized to clients’ unique needs.

At Litman Gregory, we believe our commitment to putting clients first is the reason we’ve earned and retained our clients’ trust for over 30 years.

 

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